Bulk coding and review
Code, approve, skip and remind many transactions at once, and work faster in the transaction drawer.
You can code and review many transactions at once from any review tab. The transaction drawer also has shortcuts that save clicks on one charge at a time.
The bulk bar
Every accounting review tab, for your accounting system and your PMS, has a checkbox column. Transactions has one too, for people who code or approve.
- Tick rows, or tick the header to pick every row on the page.
- To go further, click Select all N matching this filter. This works up to 500 rows; past that, narrow the filter.
- With one row picked, click Select all N from the merchant to pick every row at that merchant.
The bar shows the merchant and date of the rows you picked. It offers:
| Action | What it does |
|---|---|
| Code N transactions | Opens the tab's own coding fields, such as GL account, class, department, location and vendor. |
| Mark ready | Marks the rows ready to sync. |
| Remind | Sends cardholders a fresh receipt link. Shows where card charges are listed. |
| Set property | Sets Business or one property. |
| Set memo | Fills empty memos, or replaces them if you choose. |
| Skip / Unskip | Skips the rows from syncing, or brings them back. |
Skipping or setting a property on more than 10 rows asks you first.
Coding many rows
In the coding window, each field starts empty, which means keep each row as it is. If every selected row shares a value, it's shown. Pick a value to change it, or click × beside it to undo the pick.
When you save, the result says what was coded and why any rows were skipped. If the rows share a merchant or cardholder, you're offered Make this a rule? to code future charges the same way. See Accounting rules.
Selections over 25 rows save in the background, with progress shown in the bar.
Approve with Undo
On Transactions, approving a charge of $1,000 or less takes one click, from the drawer or the policy column. A toast says Approved with Undo. Charges over $1,000, or changing a rejection, still ask first.
With the bulk bar on Transactions, approvers can Approve or Reject many charges at once. One confirmation shows the count and total. Big selections approve in the background, with progress and the outcome.
To reverse a decision, open the charge and click Move back to waiting. See Comments and approvals.
Apply to other charges
After you save a charge in the drawer, Accountable looks for other unsynced charges at the same merchant with the same fields still empty. When it finds some, a line offers:
- Apply to N other charges: copies the same coding to those charges, only where the fields are still empty.
- Always do this: opens the rule editor, filled in for the merchant.
Clear with Undo
Click Clear beside the allocation type to take a charge back to unassigned. It clears at once, with no confirmation. The toast says Allocation cleared with Undo, which puts back the allocation, property, task, split lines and work order.
The receipt beside the fields
On a laptop or larger screen, the drawer widens and shows the receipt in a column beside the fields. Zoom with + and −, or fit to width. Use the arrows when there are several files.
The receipt check sits under the receipt. See Receipt requests and reminders.
On phones and tablets, tap the thumbnail to open the receipt full screen.
Sync without leaving the page
When you confirm a sync, you stay on the tab. A progress strip above the table shows how many rows are syncing, done and failed. The Sync button reads Syncing… while a run is going.
When the run ends, the rows refresh and a message says how many synced and failed. Click View results to open the run in sync history, filtered to its failures, each with Retry. See Fixing sync errors.
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